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Owning the Seven PM Slot
For a century, huge budgets were the wall that kept traditional Hollywood studios exclusive.
Sep 13
•
Bearhold Research
6
1
Robertet Group ($RBT) - Deep Dive FY 2025
Company Analysis and Valuation
Sep 9
•
Omar Gebaly
and
Bearhold Research
11
1
Portfolio & Valuation Update - September 1, 2026
This is my first portfolio update since I launched the Model Portfolio back on July 16, 2026.
Sep 1
•
Omar Gebaly
and
Bearhold Research
9
1
August 2026
Microsoft ($MSFT) - Deep Dive
Strategic Architecture, Financial Performance, and the Hyperscale CapEx Supercycle
Aug 29
•
Omar Gebaly
and
Bearhold Research
11
2
The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
Before getting into any numbers, it’s worth being upfront about what this is and isn’t.
Aug 13
•
Omar Gebaly
and
Bearhold Research
17
5
2
Alphabet Inc. ($GOOGL) - Deep Dive
Company Analysis and Valuation
Aug 10
•
Omar Gebaly
and
Bearhold Research
14
2
July 2026
Adobe Inc. ($ADBE) - Deep Dive
Company Analysis
Jul 27
•
Omar Gebaly
and
Bearhold Research
13
2
4
Tractor Supply ($TSCO) - Deep Dive
Company Analysis and Valuation
Jul 23
•
Omar Gebaly
and
Bearhold Research
10
2
Sprouts Farmers Market, Inc. ($SFM) - Deep Dive
Company Analysis & Valuation
Jul 11
•
Omar Gebaly
and
Bearhold Research
11
4
3
June 2026
Wingstop Inc. ($WING) - Deep Dive
COMPANY ANALYSIS & VALUATION
Jun 28
•
Omar Gebaly
and
Bearhold Research
7
6
1
Rollins ($ROL) - Deep Dive
Deep Analysis & Valuation
Jun 14
•
Omar Gebaly
and
Bearhold Research
9
3
Universal Health Services ($UHS) - Deep Dive
Deep Analysis & Valuation
Jun 4
•
Omar Gebaly
and
Bearhold Research
4
3
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